Investment Q&A

• Toronto-Dominion Bank (The) (TD $125.78)
  • $125.78 P/E (TTM): 10.7X Cap: $215.29B
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• Bank of Nova Scotia (The) (BNS $98.51)
  • $98.51 P/E (TTM): 24.71X Cap: $124.43B
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• Enbridge Inc. (ENB $64.66)
  • $64.66 P/E (TTM): 25.11X Cap: $140.10B
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• TELUS Corporation (T $17.44)
  • $17.44 Cap: $27.10B
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• Brookfield Renewable Partners L.P. (BEP.UN $36.80)
  • $36.80 Cap: $25.18B
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• Alimentation Couche-Tard Inc. (ATD $72.49)
  • $72.49 P/E (TTM): 19.3X Cap: $67.36B
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Q: What 2-3 stocks would you add to this portfolio for more diversification and some growth?

Thanks

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Read Answer Asked by Robert on February 26, 2021

• United Lithium Corp (New) Com (ULTH $0.29)
  • $0.29 Cap: $18M
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Q: Your comments ULTH as an investment would be appreciated. Is it too small? How is it's debt ? % owned by insiders/?
Thanks as always
Dave

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Read Answer Asked by Dave on February 26, 2021

Q: What would be your top pick with regard to relative low risk in each of the 11 industry mentioned in your asset allocator? Growth is not a concern. Dividend not a concern. Just want to match cost of living index

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Read Answer Asked by Allan on February 26, 2021

• BMO Covered Call Utilities ETF (ZWU $11.00)
  • $11.00 P/E (TTM): 18.74X Cap: $1.92B
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• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.00)
  • $21.00 P/E (TTM): 54.09X Cap: $740M
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• BMO Mid-Term US IG Corporate Bond Index ETF (ZIC.U $13.63)
  • $13.63 Cap: $31M
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• BMO Short Corporate Bond Index ETF (ZCS $14.06)
  • $14.06 Cap: $4.31B
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• BMO Ultra Short-Term US Bond ETF (ZUS.U $46.91)
  • $46.91 Cap: $78M
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Q: Hello, I own above ETF's, and with rising bond yields, is it time to bail out ? If so, which one(s) to let go and which one(s) to keep.
Thanks
Carlo

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Read Answer Asked by Carlo on February 26, 2021

• ProShares Short 20+ Year Treasury -1x Shares (TBF $24.19)
  • $24.19 Cap: $64M
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Q: HI guys:

Do you know of an investment vehicle, like a mutual fund or ETF, that acts like an inverse bond fund; that is the price of the "bonds" increase as yields rise? It might be helpful in this interest rate environment.

Thanks

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Read Answer Asked by David on February 26, 2021

• Real Matters Inc. (REAL $5.83)
  • $5.83 Cap: $426M
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Q: I am really under water on REAL right now.Should I sell and replace with another tech and if so which one
Thank you -Al

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Read Answer Asked by Allen on February 26, 2021

• Rocket Companies Inc. Class A (RKT $18.16)
  • $18.16 Cap: $54.51B
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Q: Fairly new company(1 year publicly traded). Could I have your view of its growth and profit potential. Do you like it’s future prospects. Thx.

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Read Answer Asked by Chris on February 26, 2021

• Xylem Inc. New (XYL $136.88)
  • $136.88 P/E (TTM): 35.63X Cap: $33.50B
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Q: Would you recommend either company. on what exchange does Iberdola

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Read Answer Asked by thambirajah on February 25, 2021

• Conformis Inc. (CFMS)
  • Cap: $17M
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Q: Hi,

Could you comment on this cie, market cap is relatively low but it seems they had good revenues in 2020. Are they under valued and would you feel confident to invest at least for a couple of years. Thanks

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Read Answer Asked by Eric on February 25, 2021

• Sylogist Ltd. (SYZ $5.67)
  • $5.67 Cap: $129M
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• Descartes Systems Group Inc. (The) (DSG $122.63)
  • $122.63 P/E (TTM): 52.88X Cap: $10.71B
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• Open Text Corporation (OTEX $46.00)
  • $46.00 P/E (TTM): 17.48X Cap: $11.52B
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• Tucows Inc. (TC $30.30)
  • $30.30 Cap: $350M
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• Calian Group Ltd. (CGY $56.67)
  • $56.67 Cap: $649M
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• TECSYS Inc. (TCS $31.81)
  • $31.81 P/E (TTM): 88.33X Cap: $471M
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• Docebo Inc. (DCBO $29.93)
  • $29.93 P/E (TTM): 29.25X Cap: $884M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $123.00)
  • $123.00 P/E (TTM): 1050.3X Cap: $10.32B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.

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Read Answer Asked by Jeff on February 25, 2021

• The Very Good Food Company (VERY)
  • P/E (TTM): -50.3X
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Q: I was hoping to hear your thoughts on VERY. I sent in a question about this company a few days ago, and elected to re-send the question in the event the message was not received. If you received the earlier message and have been working on a response, please accept my apologies for asking twice. In any event, as always, I look forward to your insight. Have great day!

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Read Answer Asked by Domenic on February 25, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.01)
  • $6.01 P/E (TTM): 23.88X Cap: $638M
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Q: Knowing that Bam is much bigger then Fsz, can you still compare them. They are both asset management companies one much bigger than the other. One has a dividend of 1.19%, the other smaller one has a dividend of 7.81%.Why such a difference.

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Read Answer Asked by David on February 25, 2021

Q: Hi 5i
Can you provide me with one or two Stocks or ETFs. for the following sectors: real estate, financials, materials, industrial
I'm retiring in a year. To be held in RRSP.
Thanks

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Read Answer Asked by Fernando on February 25, 2021

Q: Hi group watching these high growth/high valuation stocks going down..down....down. Is it time to cash out and lock in what profits I have left usually do nothing is the best strategy but i am struggling to make any sense of that as the present environment feels different - your thought on sell or hold would be appreciated

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Read Answer Asked by Terence on February 25, 2021

• AbCellera Biologics Inc. (ABCL $3.35)
  • $3.35 Cap: $1.01B
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Q: The stock has been trending down but any insights into the relatively large dive today?

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Read Answer Asked by Barbara on February 25, 2021

• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.31T
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• Roku Inc. (ROKU $107.69)
  • $107.69 Cap: $16.41B
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Q: I have some money available to invest. Are there any 'must own' stocks, either Canadian or US, that are currently at or near their 'must buy' prices, that you would recommend? Or should I keep the cash on the sidelines for now? Thanks

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Read Answer Asked by Charles on February 25, 2021

• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.31T
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• Roku Inc. (ROKU $107.69)
  • $107.69 Cap: $16.41B
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• Pinterest Inc. Class A (PINS $25.88)
  • $25.88 P/E (TTM): 8.92X Cap: $17.41B
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Q: Can you identify a couple Canadian and U.S. opportunities created by today's selloff? Growth focused 1-3 year timeframe, favourites that have crossed into comfortable "buy" territory?

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Read Answer Asked by Jeff on February 25, 2021

• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $54.97)
  • $54.97 P/E (TTM): 31.81X Cap: $2.14B
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Q: Hi 5i team. Can I have your take on the Andlauer acquisition of Skelton.
Thank you

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Read Answer Asked by Mark on February 25, 2021

• Caldwell Partners International Inc. (The) (CWL $1.03)
  • $1.03 P/E (TTM): 11.44X Cap: $31M
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Q: I listened to the Caldwell AGM webcast yesterday and it appears that business is booming for both Caldwell and at their recent buy of IQ Talent. They talk about the Company being at $100M sales run rate. The stock price seems to be rerating now. What is your opinion?

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Read Answer Asked by Charles on February 25, 2021

• Gildan Activewear Inc. (GIL $86.99)
  • $86.99 P/E (TTM): 19.23X Cap: $12.98B
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Q: Thoughts on the quarter please?

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Read Answer Asked by blake on February 25, 2021